The BIO team’s multi-signature address transferred 80.00 million BIO to the exchange, worth approximately $5.03 million.
According to @ai_9684xtpa’s monitoring, 11 hours ago, the BIO team’s multi-signature address transferred 120.00 million BIO to 3 addresses, of which 80.00 million were deposited into OKX and Binance, with a total value of approximately $5.03 million.
Previously, BIO surged by 118.00% in one week.
[Foresight News]
A massive Iranian oil tanker has “evaded” tracking by the U.S. Navy and is heading toward Indonesia’s Riau Islands.
Local time May 3, according to information from the maritime intelligence company “TankerTrackers,” a very large crude carrier (VLCC) belonging to the National Iranian Tanker Company, carrying over 1.90 million barrels of crude oil (worth nearly $220.00 million), successfully “evaded” tracking by the U.S. Navy.
Currently, the tanker is crossing the Lombok Strait in Indonesia, heading towards the Riau Islands. [CCTV News]
[Odaily]
Buffett: The overall market valuation is currently high, making it an unfavorable environment for deploying capital.
PANews reported on May 3 that Buffett said in an interview with CNBC, “It’s not our ideal market environment for Berkshire’s capital deployment right now.”
Buffett said that Berkshire has an excellent management team that can choose opportunities to act and patiently wait for suitable targets. He said that it seems to the outside world that Berkshire sometimes stands still and does nothing, but in fact, it will take active action at the right time.
He admitted frankly that he has been reluctant to invest heavily in capital, partly because the overall market valuation is too high. When asked when is the right time to invest, Buffett said that the opportunity will naturally come when “no one wants to answer the phone.”
[PANews]
Argentina plans to improve RWA tokenization regulations to expand the scope of applicable financial instruments.
On May 3, the Argentine National Securities Commission (CNV) proposed General Resolution Draft No. 1137, aiming to improve its regulations on RWA tokenization and broaden their scope to allow more types of financial instruments to operate using distributed ledger technology in the country.
Prior to this announcement, the existing legal framework only permitted digital representations of specific financial instruments; the current resolution removes this restriction, enabling any closed-end mutual fund with automatic public offering authorization to migrate to a digital asset format.
Additionally, the resolution extends the regulatory sandbox’s duration until December 31, 2027.
[PANews]
The BIO team transferred approximately $5.03 million worth of tokens to the exchange.
According to crypto analyst Ai Aunt @ai_9684xtpa, BIO has surged 118% over the past week.
Approximately 11 hours ago, the project team’s multi-signature address transferred 120 million BIO tokens to three addresses, of which roughly 80 million were sent to OKX and Binance, valued at approximately $5.031 million.
[Odaily]
DCG Founder: BTC Validates Trillion-Dollar Demand; Privacy Coins Like Zcash Will Benefit from the “Oracle Advantage”
On May 03, Grayscale parent company Digital Currency Group (DCG) founder Barry Silbert stated on X that in 2015, the market had not yet realized the global demand for decentralized digital value storage tools like Bitcoin, which now stands at $2 trillion.
At that time, the industry generally believed that Bitcoin itself was sufficiently private and could serve as a relatively private global tool for value storage and transfer. However, as market awareness has grown and privacy needs have been more clearly identified, privacy coins like Zcash are expected to benefit from this “first-mover advantage.”
[TechFlow]
Sky co-founder Rune closed his short positions in crude oil and the S&P 500 index, with losses exceeding $735,000.00.
According to Onchain Lens monitoring, Sky co-founder Rune has closed his short positions in crude oil futures CL (WTI crude oil) and Brent Oil, as well as the S&P 500 index.
The total loss exceeds $735,000.00.
[Foresight News]
BlackRock submitted a comment letter to the U.S. Office of the Comptroller of the Currency (OCC), urging it to abandon the idea of imposing a quantitative cap on tokenized reserves.
On May 3, BlackRock submitted a comment letter to the U.S. Office of the Comptroller of the Currency (OCC), opposing several reserve asset restrictions proposed by the agency in the draft implementing rules for the GENIUS Act.
BlackRock urged the OCC not to impose quantitative caps on tokenized reserve assets, a potential cap of 20% having been suggested by the agency. BlackRock stated that such restrictions are “irrelevant” to the OCC’s objectives and argued that risk profiles depend on credit quality, duration, and liquidity—“not whether an asset is held or transferred on a distributed ledger.”
BlackRock also urged the OCC to explicitly confirm whether ETFs that invest solely in qualified reserve assets (e.g., Treasury ETFs) meet the reserve eligibility requirements under Section 4 of the GENIUS Act. The company warned that ambiguities in the proposal could impede…
[PANews]
Buffett on Wall Street’s Speculative Frenzy: The Current Market Is Like a Church with a Casino Attached, Which Could Lead to Asset Prices Remaining Elevated for an Extended Period
In an interview with CNBC, Buffett responded to the question of “Berkshire currently holding a huge amount of cash of about $380.00B, and the market is highly concerned about why it has not carried out large-scale mergers and acquisitions or investments for a long time”: prices are too high and there are too few targets.
Buffett said, “As far as deploying cash for Berkshire is concerned, this is not an ideal environment for us now.” He emphasized that the company has the right management team to selectively choose opportunities: “Sometimes we do nothing, but sometimes we are very active.”
When talking about the current macro stock market environment, Buffett used the metaphor of “a church with a casino attached” to describe the speculative atmosphere on Wall Street. People can shuttle between churches and casinos. There are still more people in churches than in casinos, but casinos have become very attractive to people.
He pointed out, “If you buy and sell single-day options, that’s not investing, it’s not speculation, it’s outright gambling.” Combined with the recent case of a U.S. soldier using confidential information about the Venezuelan military operation to make a profit of $400000.00 in the prediction market, he said: Unless you can know when we will enter Venezuela like that person, no one can explain why you should buy a one-day option. The number of such things is staggering.
We have never encountered a group of people with a heavier “gambling nature” than now. Buffett added that the surge in gambling enthusiasm does not mean that the market will inevitably collapse, but it will lead to the price of a large number of assets remaining high for a long time.
[ChainCatcher]
10x Research CEO: Bitcoin dominance rate above 60% sends a bullish signal, while altcoins are quietly forming a bottom.
Markus Thielen, CEO of 10x Research, stated on X that the high-profile Bitcoin 2026 conference recently held in Las Vegas initially pushed the price up to approximately $79,500; however, a “sell-the-news” effect led to a brief consolidation.
Subsequently, sustained institutional interest, continuous corporate treasury accumulation, and hints from White House advisors about an imminent announcement of a major national strategic reserve initiative bolstered market confidence.
Markus Thielen believes that Bitcoin’s dominance remains above 60%, and trend models remain bullish. Yet beneath the surface, a small group of altcoins is quietly forming a bottom, supported by genuine catalysts—including privacy coins gaining institutional attention and RWA infrastructure capturing market share in tokenized equities.
[PANews]
Founders Fund’s fourth growth equity fund completes $6.00 billion fundraising, the largest in its history
On May 03, Bloomberg reported that Peter Thiel’s Founders Fund has completed a $6.00 billion fundraising for its fourth growth-stage investment fund, Founders Fund Growth IV. This fund will be used to invest in late-stage companies and marks the largest fundraising in the institution’s history.
Of the total, $4.50 billion came from limited partners (LPs), including sovereign wealth funds. The remaining $1.50 billion was contributed by Founders Fund’s senior management and employees, including Peter Thiel himself.
[TechFlow]
An address invested 3 ETH to purchase ASTEROID 16 days ago, achieving a return rate of 183x.
According to Lookonchain, an address starting with 0xaa56b purchased 4.28 billion ASTEROID tokens 16 days ago for 3 ETH (approximately $7,257).
Today, this address sold all of them for 550 ETH (approximately $1.27 million), realizing a profit of 547 ETH (approximately $1.26 million) and achieving an ROI of 183x.
[Foresight News]
Trump said there is a possibility of resuming airstrikes against Iran.
On the evening of the 2nd, Eastern Time, US President Trump said in an interview at an airport in Florida that there was a possibility that the US would restart air strikes against Iran. Trump posted on social media that he would soon study Iran’s latest proposal, but “cannot imagine” that the proposal “is acceptable,” and threatened that Iran “has not paid a high enough price.”
Earlier that day, Trump said before boarding “Air Force One” that he would comment on Iran’s latest proposal later. Previously, there were reports from Iran that Iran had submitted a 14-point proposal through Pakistan in response to the 9 proposals previously put forward by the United States.
[Golden Ten]
Argentina plans to improve RWA tokenization regulations to expand the scope of applicable financial instruments.
Argentina’s National Securities Commission (CNV) has proposed Draft General Resolution No. 1137, proposing to improve its regulations on RWA tokenization, expand its scope, and allow a wider variety of financial instruments to operate using distributed ledger technology in the country.
Prior to this announcement, the current legal framework only allowed the digital representation of specific financial instruments, and the current resolution removes this restriction, allowing any closed-end mutual fund with automatic public offering authorization to migrate to a digital asset format.
In addition, the resolution extends the term of the regulatory sandbox to December 31, 2027.
[Foresight News]
Planet GM
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Berkshire Hathaway’s cash reserves surged to a record $39.70 billion;
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Dragonfly partner: Retail investors have significantly exited the market, and institutions are forming the floor for Bitcoin’s price;
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U.S. senators reached a compromise on stablecoin yield provisions, potentially removing obstacles to advancing the Clarity Act;
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OpenAI’s CFO suggested delaying its IPO to 2027 due to slowing growth and unmet financial benchmarks;
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U.S. media reported that Iran does not demand the lifting of the Strait of Hormuz blockade before direct negotiations;
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Donald Trump said there is a possibility of resuming airstrikes against Iran;
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Iranian military officials: We are fully prepared for U.S. military adventurism;
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Eric Trump increased his personal wealth from approximately $190 million to $280 million via American Bitcoin;
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The meme coin Panda Head (PANDA) on BSC surged in price, pushing its market cap above $7.00 million;
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The BIO team’s wallet transferred approximately $5.03 million worth of tokens to exchanges;
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The world’s largest container shipping company plans to bypass the Strait of Hormuz.
Rune closed long positions in CL and BRENTOIL and short positions in SP500, incurring losses exceeding USD 735,000.
On May 3, according to Onchain Lens monitoring, Rune has closed its long positions in CL and BRENTOIL, as well as its short positions in SP500.
The total loss exceeds $735,000.0.
[PANews]
BlackRock Writes to OCC: Do Not Cap Tokenized Reserve Assets
On May 03, BlackRock submitted a comment letter to the Office of the Comptroller of the Currency (OCC) on Friday, opposing several reserve asset restriction proposals in the agency’s draft rules for implementing the “GENIUS Act.”
BlackRock’s filing focuses on rules regarding Payment Stablecoin Issuers (PPSI), which are entities authorized to issue stablecoins under a federal charter signed into law by President Trump last July.
The most pointed request is that BlackRock urged the OCC not to set quantitative caps on tokenized reserve assets, for which the agency had proposed a potential cap of 20%. BlackRock stated that such restrictions are “irrelevant” to the OCC’s goals, arguing that risk profiles depend on credit quality, duration, and liquidity, “rather than whether the assets are held or transferred on a distributed ledger.”
[TechFlow]
OpenAI’s CFO suggests delaying the IPO until 2027 due to slowing growth and failure to meet financial standards.
OpenAI CFO Sarah Friar privately suggested delaying the company’s IPO to 2027, citing that it has not yet met the financial reporting standards required for public companies; meanwhile, CEO Sam Altman aims to advance the listing as soon as possible in Q4 2026. Sources familiar with the matter say the two executives disagree on the IPO timeline.
Data shows OpenAI’s growth is slowing. ChatGPT’s weekly active users rose from 800 million in December 2025 to 900 million in February 2026—still short of the previously set target of 1 billion; concurrently, the company’s annualized revenue stands at approximately $25.0 billion, while rival Anthropic has already surpassed $30.0 billion.
At the same time, OpenAI has adjusted its compute investment plan, and internal discussions are ongoing regarding the company’s ability to align future expenditures with revenue generation. Investment banks opine that the first company to go public will gain a capital advantage in the industry; currently, OpenAI has not yet initiated its formal IPO process.
[Odaily]
Today’s Market Pulse
The market is experiencing a divergence between traditional finance caution (evidenced by Buffett’s high valuation concerns) and crypto-specific momentum (with Bitcoin dominance above 60% and select altcoins forming bottoms), creating both risks and opportunities.
Key Themes
1. Traditional Finance’s Caution vs Crypto’s Institutional Momentum
Buffett’s characterization of the market as a “church with a casino” reflects traditional finance’s concern about speculative excess, while crypto sees continued institutional interest. BlackRock’s active involvement in crypto regulation, opposing caps on tokenized reserves, demonstrates growing institutional engagement with blockchain infrastructure. This dichotomy creates a complex market dynamic where traditional capital remains sidelined while crypto-specific funds deploy capital strategically.
2. Tokenization and Regulatory Evolution
Argentina’s expansion of RWA tokenization regulations and BlackRock’s position on tokenized reserves signal significant regulatory tailwinds for real-world asset tokenization. These developments suggest we’re entering a phase where traditional financial instruments increasingly migrate to distributed ledger technology, potentially unlocking trillions in illiquid assets. The regulatory clarity being sought by institutions could accelerate institutional adoption.
3. Select Altcoin Momentum and Distribution Patterns
While Bitcoin dominance remains elevated, select altcoins are showing signs of bottom formation. The BIO project team’s transfer of $5.03 million worth of tokens to exchanges following an 118% surge highlights the importance of monitoring team distribution patterns. Meanwhile, the ASTEROID token’s 183x ROI demonstrates that despite overall market caution, certain segments remain exceptionally speculative.
4. Geopolitical Risks and Energy Markets
Geopolitical tensions in the Middle East, with an Iranian oil tanker evading US Navy tracking and Trump threatening airstrikes, create uncertainty for energy markets. These developments could indirectly impact crypto markets through inflation expectations and risk sentiment. Additionally, the meme coin Panda Head‘s surge shows speculative capital continues to seek opportunities in uncertain markets.
RichSilo Verdict
Smart money should closely monitor the Bitcoin dominance rate as a key indicator of market health, with sustained levels above 60% suggesting institutional preference for Bitcoin over altcoins. The most immediate catalysts to watch are regulatory clarity around tokenized assets, particularly BlackRock’s influence on OCC policy, and potential market corrections if geopolitical tensions escalate. The contrast between Buffett’s cash-heavy positioning and crypto’s institutional adoption creates compelling opportunities for patient investors to accumulate quality assets during periods of market dislocation.
